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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

325 hedge funds and large institutions have $2.11B invested in Schwab US Large-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 17 closing their positions.

Holders
325
Holders Change
+60
Holders Change %
+22.64%
% of All Funds
7.38%
Holding in Top 10
40
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+42.86%
% of All Funds
0.91%
New
79
Increased
103
Reduced
102
Closed
17
Calls
$1.49M
Puts
$297K
Net Calls
+$1.19M
Net Calls Change
-$576K

Top Buyers

1
Mariner
1
Mariner
Kansas
$61.9M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$651M
3
BTS
3
BB&T Securities
Virginia
$20.7M
4
GWA
4
Guidant Wealth Advisors
Illinois
$14.5M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$41.2M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$248M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$3.88M
4
SIA
4
Starfire Investment Advisers
Michigan
$0
5
ICOA
5
Investment Centers of America
North Dakota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Apriem Advisors
California
$13.7M +$816K +92,280 +6%
Morgan Stanley
27
Morgan Stanley
New York
$13.7M +$1.17M +132,496 +9%
Ameriprise
28
Ameriprise
Minnesota
$13.6M +$116K +13,128 +0.9%
DP
29
Denver PWM
Colorado
$13.6M -$663K -72,112 -5%
RRC
30
Relaxing Retirement Coach
Massachusetts
$13.5M +$13.5M +1,524,880 New
UBS Group
31
UBS Group
Switzerland
$13.4M +$3.78M +427,616 +39%
FWP
32
FAS Wealth Partners
Kansas
$13M -$118K -13,344 -0.9%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$12.9M +$380K +42,936 +3%
PMG
34
ProVise Management Group
Florida
$12.9M +$21.7K +2,456 +0.2%
GPW
35
GFS Private Wealth
Florida
$12.8M +$12.8M +1,444,744 New
OA
36
Opes Advisors
California
$12.6M -$108K -12,200 -0.8%
SAMC
37
Spectrum Asset Management (California)
California
$12M -$811K -91,744 -6%
ML
38
McAdam LLC
Pennsylvania
$11.8M – – –
Bank of America
39
Bank of America
North Carolina
$11.8M -$155K -17,544 -1%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$11.8M +$5.77M +653,072 +96%
VFA
41
Voya Financial Advisors
Connecticut
$11.1M -$265K -29,832 -2%
MWM
42
MinichMacGregor Wealth Management
New York
$10.9M +$126K +14,240 +1%
UCFA
43
United Capital Financial Advisors
Texas
$10.5M +$96.9K +10,968 +0.9%
HA
44
Harborview Advisors
Maine
$9.99M +$9.99M +1,130,728 New
RAG
45
Roof Advisory Group
Pennsylvania
$9.99M +$9.99M +1,130,592 New
OCM
46
One Capital Management
California
$8.76M -$453K -51,264 -5%
CAN
47
Cetera Advisor Networks
California
$8.53M +$2.9K +328 +0%
GIA
48
GHP Investment Advisors
Colorado
$7.99M +$278K +31,416 +4%
Jane Street
49
Jane Street
New York
$7.61M -$1.28M -144,288 -14%
MA
50
MUFG Americas
New York
$7.59M -$541K -61,192 -7%
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